The dollar credit crisis is both an opportunity and a risk for BTC. It now appears that the 'opportunity' aspect is slightly larger. Initially, it was judged that there would be fluctuations until Q3, but the data characteristics of the main upward phase have emerged, and a few days ago, I forced myself to jump in.

When to exit, apart from looking at the funding rate and selling pressure in the order book, @coinkarma_ also has an App ranking recorded.

The blue line in the chart represents the Coinbase iOS app ranking. During the two main upward phases at the beginning and end of 2024, at the most FOMO moments, its ranking will lock in the top 5 or even top 3 positions in the financial sector (a decrease in numbers indicates an improvement in ranking). Not only Coinbase, but Binance and Upbit also have similar situations. Koreans are more enthusiastic about trading, and during market peaks, Upbit often dominates the Top 1 ranking for a long time.

Looking solely at the data, the enthusiasm in the over-the-counter market has not yet been ignited; it is likely still in a dazed state. A significant decline in the blue line is a point to watch out for.